TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.56M
3
+$5.31M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.68M
5
PH icon
Parker-Hannifin
PH
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.25%
3 Industrials 5.18%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+300
802
$1K ﹤0.01%
+16
803
$1K ﹤0.01%
+26
804
$1K ﹤0.01%
+15
805
$1K ﹤0.01%
+14
806
$1K ﹤0.01%
+30
807
$1K ﹤0.01%
+153
808
$1K ﹤0.01%
+29
809
$1K ﹤0.01%
+72
810
$1K ﹤0.01%
+100
811
$1K ﹤0.01%
+10
812
$1K ﹤0.01%
+19
813
$1K ﹤0.01%
+15
814
$1K ﹤0.01%
+11
815
$1K ﹤0.01%
+69
816
$1K ﹤0.01%
+49
817
$1K ﹤0.01%
+8
818
$1K ﹤0.01%
+14
819
$1K ﹤0.01%
+7
820
$1K ﹤0.01%
+93
821
$1K ﹤0.01%
+16
822
$1K ﹤0.01%
+488
823
$1K ﹤0.01%
+1,000
824
$1K ﹤0.01%
+26
825
$1K ﹤0.01%
+324
31 32
33
34 35